TSI

TCW Strategic Income Fund
TSI

Overview Fund Activity

63 hedge funds and large institutions have $78.4M invested in TCW Strategic Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.78M
2
IFWM
2
Institute for Wealth Management
Colorado
$1.39M
3
RVPG
3
Relative Value Partners Group
$32.6M
4
FFA
4
First Foundation Advisors
California
$3.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.54M

Top Sellers

1
CWM
1
Concert Wealth Management
California
$0
2
Invesco
2
Invesco
Georgia
$3.1M
3
RJA
3
Raymond James & Associates
Florida
$220K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
First Manhattan
5
First Manhattan
New York
$146K
Name Market Value Shares Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$264K 46,850 – –
PMG
27
ProVise Management Group
Florida
$238K 42,250 – –
RJA
28
Raymond James & Associates
Florida
$220K 38,952 -45,056 -54%
NSIM
29
North Star Investment Management
Illinois
$207K 36,712 – –
DWT
30
Dorsey & Whitney Trust
South Dakota
$205K 36,403 – –
SPIA
31
Steward Partners Investment Advisory
New York
$165K 29,369 +109 +0.4%
First Manhattan
32
First Manhattan
New York
$146K 25,938 -22,500 -46%
IA
33
IFP Advisors
Florida
$140K 24,865 +43 +0.2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$139K 24,560 +6,243 +34%
WS
35
Wedbush Securities
California
$133K 23,592 +4,662 +25%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$132K 23,381 -1,834 -7%
NFG
37
Next Financial Group
Texas
$128K 22,700 – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$124K 22,000 – –
WT
39
Whittier Trust
California
$123K 21,848 – –
LPL Financial
40
LPL Financial
California
$119K 21,082 -17,194 -45%
SIA
41
SeaBridge Investment Advisors
New Jersey
$115K 20,350 – –
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$115K 20,402 +16,646 +443%
MBA
43
McQueen Ball & Associates
Pennsylvania
$104K 18,380 -4,000 -18%
WTC
44
WhitTier Trust Company
Nevada
$100K 17,714 – –
Stifel Financial
45
Stifel Financial
Missouri
$88K 15,355 -10,350 -40%
FWM
46
Focused Wealth Management
New York
$85K 15,135 -200 -1%
NPC
47
National Planning Corporation
California
$69K 12,346 -346 -3%
Creative Planning
48
Creative Planning
Kansas
$67K 11,956 – –
JCM
49
Jacobi Capital Management
Pennsylvania
$67K 11,867 +11,867 New
BW
50
Biegel & Waller
Maryland
$58K 10,245 +103 +1%
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